Leeward Financial Partners’s Okta OKTA Stock Holding History

Leeward Financial Partners’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-909	Closed	-$204K	–	72
2021 Q4	$204K	Buy	+909	New	+$217K	0.13%	70

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Leeward Financial Partners's OKTA Position: Q1 2022 in Review

Leeward Financial Partners sold out of Okta (OKTA) in Q1 2022, closing a stake of 909 shares — an estimated $204K sold.

Leeward Financial Partners first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Leeward Financial Partners reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Leeward Financial Partners sold 909 Okta shares in Q1 2022, an estimated $204K.
Leeward Financial Partners first reported a position in Okta in Q4 2021 and held it in 1 quarter.
Leeward Financial Partners's Okta position peaked at $204K in Q4 2021.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Leeward Financial Partners's 13F filing for Q1 2022, filed 12 May 2022.